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Building 2SARATOGA WEALTH ADVISORS, LLC

Map pinSARATOGA SPRINGS, NY
Phone518-587-7147
NotebookSEC #801-61681
Total AUM
$93M
Employees
1
Clients
96

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
340 BROADWAY, THIRD FLOOR
SARATOGA SPRINGS
NY 12866
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
518-587-7147

ReceiptFinancials

Total AUM
$93M
Accounts
289
Discretionary
$92.9M
Accounts
284
Non-Discretionary
$50.4K
Accounts
5

ContactClients

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Individual Clients
61
AUM
$24.8M
HNW Individual Clients
35
AUM
$68.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAX PLANNING AND PREPARATION
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTMANJNY

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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